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    • Home
    • Our Mission
    • Our Team
    • What We Offer
      • Cash Flow Management
      • Investment Management
      • Estate Planning
      • Education Planning
      • Retirement Planning
      • Tax Planning
    • In-Take Form
    • Contact Us
    • Resources
    • FAQ's
  • Home
  • Our Mission
  • Our Team
  • What We Offer
  • In-Take Form
  • Contact Us
  • Resources
  • FAQ's

Robert Walsh

Robert Walsh has over twenty-six years of experience in the financial

sector. He has actively traded and managed money for some of the

largest institutional firms in the financial arena, such as CMM Group,

Nikko Securities, Sanwa BGK, and Euro Brokers. He has traded in the

U.S., London, Hong Kong and Toronto markets.


Robert’s experience as an institutional money manager gives him a

deep understanding of the markets, investment products, and

strategies. As part of his practice, Robert oversees the preparation and

planning of personal and corporate tax returns. Robert is also a

Certified Professional Coach, specializing in helping individuals and

businesses reach the next level.


Robert is an investment advisor representative of Centaurus Financial,

Inc. He holds Series 7, Series 63, Series 65 and Series 24 licenses, and is

securities licensed in CT and NY.

Sherwood Financial Group

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